Choose the first invoice

• Finance
• Director
• Admin
• Needs: Billing
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

The last page, "Create an invoice?", decides what gets billed now. Every option creates its invoice when you save.

Before you start

• Finish Add rates, discounts, scholarships and vouchers to a schedule first.

Steps

1. Under First invoice, set the First invoice date. A Bills immediately badge means the invoice goes out as soon as you save.
2. Tap the option that fits. Only options that match the date are shown, each with its amount, period and Quantity:
   • Prorated invoice: bill the remaining portion of the current period.
   • Full-period invoice: bill the whole current period.
   • Bill next period only: skip the current period and bill the next one.

   Screenshot coming soon01 · tuition_scheduler

   Create an invoice? with the first invoice options

3. Tap Save.

Tips

• With Split Tuition on, a notice shows how the first invoice will be split between the payers.

Troubleshooting

• "Heads up - this child already has an invoice for this period." Tap View › to see it. Saving then opens Existing invoices; open each invoice to check, and tap Yes, create it only if a second invoice is correct.
• The cards won't respond. The amounts are recalculating. Wait for the bar above the cards to finish.